WealthManagement.com Daily Memo
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| INDUSTRY | | | | | | Diana Britton | | “What we’re not seeing in number of advisors, we’re seeing in size of teams,” said CEO Paul Reilly. FULL ARTICLE |
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| ETFS | | | | Ali Hibbs | | A new Schwab survey finds millennials are investing in products that both guarantee income and align with their values. FULL ARTICLE |
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| WMIQ EXCLUSIVE RESEARCH | | | | In partnership with MarshBerry | | Discover the latest insights on growth, M&A, and marketing trends in the ever-evolving RIA industry with the 2023 RIA Edge Study. DOWNLOAD THE REPORT |
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| REGULATION AND COMPLIANCE | | | | Patrick Donachie | | The commission accused Julie Anne Darrah of a multi-year scheme targeting elderly female advisory clients spanning from before and after her firm joined Wealth Enhancement Group. FULL ARTICLE |
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| PEOPLE | | | | Sridhar Natarajan | | Pick beat out two other CEO contenders: Co-President Andy Saperstein and Dan Simkowitz, who has led investment management. FULL ARTICLE |
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